Meet Mark
Meet Mark
Mark utilizes his strong quantitative and analytical skills – as well as his knack for complex problem-solving – to deliver unique viewpoints and thoughtful solutions. Mark’s extensive background in customer service roles is mirrored through his positive, can-do attitude and personable demeanor.
Mark graduated from Trinity College in Hartford, Connecticut, earning a Bachelor of Science degree in Economics and a minor in Models and Data. After working as a freelance digital marketing consultant for small businesses, Mark transitioned into financial services in 2019, joining a financial planning team in New York City. Since achieving the Series 65 certification, Mark’s role has evolved to design and implement bespoke planning strategies tailored to the needs of the families we serve.
Beyond the office, Mark enjoys traveling and relaxing with good company, music and food – often balancing indulgence with cooking healthily and meeting health and fitness goals. He has a soft spot for all animals and proudly adopted two orange tabby brothers from a rescue shelter in Michigan.